Featured Investment Perspectives
May 2013
Viewpoints: Where is the Income?
Insights on navigating low rates and low income through 2013 and beyond. More >
April 2013
Wealth Transfer Options
Options to consider when transferring wealth in the current low interest rate environment. More >
April 2013
First Quarter 2013 Perspective
The recovery—and market returns—continue to move forward, buoyed by rising investor confidence. More >
December 2012
Fourth Quarter 2012 Perspective
We are moderately more optimistic as several big questions, including the U.S. election, China's leadership and likely forward growth, and the fiscal cliff are getting settled. More >
November 2012
Perspective on Investing
Stock dividends are trumping bond yields with record payout amounts, a trend we believe will continue to benefit income-seeking investors. More >
May 2012
Perspective on Risk Management
We take an active, multi-disciplined approach to managing risk in client portfolios. More >
March 2012
First Quarter 2012 Perspective
Despite hand wringing over Europe, China, the U.S. deficit, tepid job growth and the prospect of higher taxes, stocks shot up by 24% from their October low. More >
February 2012
Perspective on Sectors
Our sector views reflect our less-defensive position given the gradual, positive momentum in the markets. More >
January 2012
January 18 Conference Call Replay Now Available
Our January 18th Market Outlook Client Conference Call audio replay is now available. More >
December 2011
Q4 Perspective: Positive Signs Exist Despite Heightened Concerns about European Growth
Volatility dominated the markets but good news began to take hold. More >
September 2011
Q3 Perspective: Volatility May Be the New Norm in an Interconnected World
Continued market turmoil resulting from faltering confidence in Europe and a slow and frustrating recovery in the U.S. is leading us to take a more cautious approach. More >
August 2011
Replay and Summary: Client Conference Call on Recent Market Turmoil
Hear our perspective and insights on the key drivers of volatility, and our answers to questions that have been top of mind to investors. More >
August 2011
The Downgrade Does Matter, But Not for the Reasons the Headlines Shout
Although the implications of the downgrade should not be minimized, the near term impact on bond markets might be more modest than we are seeing among equities. More >
June 2011
Q2 Perspective: Keep Calm and Carry On
Is the recovery losing steam? We think not, but are taking a cautious view toward investing in today's post-credit crisis environment. More >
May 2011
Perspective on Equity Investing
With major stock indices at multi-year highs, is the \"Sell in May and Go Away\" often cited 'truism' a good rule of thumb? More >
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